MCM
XYZ

McRae Capital Management’s Block, Inc. XYZ Stock Holding History

McRae Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,215
Closed -$300K – 111
2022
Q1 		$300K Sell
2,215
-55
-2% -$7.45K 0.07% 94
2021
Q4 		$367K Buy
2,270
+35
+2% +$5.66K 0.08% 82
2021
Q3 		$536K Buy
+2,235
New +$536K 0.12% 66